Project Echo White-Label Client Workspace Handoff (Onboarding)

Project Echo White-Label Client Workspace Handoff (Onboarding)

1. 01

   Create the client workspace on the Free plan and confirm the core loop before spending anything

   Free includes unlimited workspaces, unlimited boards, unlimited team members, unlimited Feedback, the Feedback Portal, and API & MCP Server access. Run the pilot here so the agency validates the collect, prioritize, announce loop without a vendor line item.

2. 02

   Upgrade that workspace to Pro at $29/mo when the client signs the retainer

   Pro is the only tier that carries Custom domain, Remove branding, Custom user properties, MRR attribution, and Custom SMTP. White-label delivery is impossible below Pro, so the upgrade is the handoff gate, not a nice-to-have.

3. 03

   Point the client's own domain at the portal and strip Project Echo branding

   Set the Custom domain and enable Remove branding in the Pro settings. The client's users should never see the vendor name on the feedback portal or the public changelog.

4. 04

   Map Custom user properties to the client's account model

   Use Custom user properties to tag each submitter with plan tier, MRR band, or segment so the Kanban roadmap can be sorted by revenue weight instead of raw vote count.

5. 05

   Connect Linear, Notion, and Slack so feedback and roadmap updates stay in the client's existing tools

   Route accepted requests into Linear, mirror roadmap state into Notion, and push changelog announcements into Slack. The client team keeps working where they already work.

6. 06

   Wire the payment integration for MRR attribution

   Project Echo connects to Stripe, Lemon Squeezy, Paddle, Chargebee, Recurly, and FastSpring. Once linked, MRR attribution shows which feedback comes from paying accounts, which is the argument for prioritizing it.

7. 07

   Hand the MCP Server endpoint to the client's AI tooling

   Claude and Cursor can read and act on feedback data through the MCP Server. Document the endpoint and access scope in the handoff pack so the client's team can run AI-assisted prioritization without agency involvement.

8. 08

   Publish the first changelog entry and transfer portal admin rights

   Ship one real announcement before handoff so the client sees the changelog working. Then move workspace ownership to the client contact and keep agency access as a collaborator seat.